Position in AON
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,287,997
+$136,992 QoQ
Shares Held
6,898
+3.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#451
of 1,247 holders
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in AON Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026NewEdge Advisors, LLC holds $25,043,317 across 7 Insurance Brokers names. AON ranks #4 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRO |
Brown & Brown, Inc.
|
121,921 | $7,821,232 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
33,623 | $7,718,832 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
36,712 | $6,118,789 | |
| 4 | AON |
Aon plc
This page
|
6,898 | $2,287,997 | |
| 5 | WTW |
Willis Towers Watson PLC
|
3,805 | $994,512 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
|
3,475 | $92,365 | |
| 7 | ERIE |
Erie Indemnity Co
|
40 | $9,590 |
All Filings in AON
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,287,997 | 6,898 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,151,005 | 6,664 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $4,747,294 | 13,453 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $5,212,843 | 14,619 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $5,245,799 | 14,704 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,569,979 | 11,451 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,332,906 | 12,064 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,802,084 | 10,989 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,307,472 | 11,266 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $2,497,894 | 7,485 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,831,097 | 6,292 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,903,819 | 5,872 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,860,282 | 5,389 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,482,178 | 4,701 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,365,336 | 4,549 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,079,248 | 4,029 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $760,497 | 2,820 | Shares | Sole | 2022-08-09 | |
| 2021-12-31 | $1,903,145 | 6,332 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $1,057,634 | 3,701 | Shares | Sole | 2021-10-29 | |
| No filing history on record for this holder in this stock. | ||||||